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Invesco S&P 500 Top 50 ETF
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Overview Fund Activity

514 hedge funds and large institutions have $4.62B invested in Invesco S&P 500 Top 50 ETF in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 187 increasing their positions, 155 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
+46
Holders Change %
+9.83%
% of All Funds
6.98%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.31%
New
105
Increased
187
Reduced
155
Closed
49
Calls
$925K
Puts
$230K
Net Calls
+$695K
Net Calls Change
-$1.39M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$111M
2
Invesco
Invesco
Georgia
+$105M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$65.2M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$54.9M
5
MIC
Means Investment Company
Maine
+$53.6M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$221M
2
Ameriprise
Ameriprise
Minnesota
-$56.7M
3
IAA
Independent Advisor Alliance
North Carolina
-$38.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$38.5M
5
Goldman Sachs
Goldman Sachs
New York
-$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
101
Atria Wealth Solutions
New York
$4.69M +$361K +7,852 +8%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$4.63M +$2.3M +49,986 +99%
SP
103
Stonebrook Private
Michigan
$4.55M +$4.55M +98,842 New
PFG
104
PAX Financial Group
Texas
$4.41M +$224K +4,869 +5%
GM
105
GeoWealth Management
Illinois
$4.3M -$2.68M -58,135 -38%
CFP
106
Comprehensive Financial Planning
Pennsylvania
$4.21M +$853K +18,538 +25%
CIAS
107
CFS Investment Advisory Services
New Jersey
$4.21M +$4.21M +91,499 New
TC
108
Truvestments Capital
Florida
$4.17M +$309K +6,721 +8%
OCG
109
Opus Capital Group
Ohio
$4.06M +$3.39M +73,764 +507%
PAS
110
Park Avenue Securities
New York
$4.05M +$4.05M +88,076 New
GVAG
111
Great Valley Advisor Group
Delaware
$4.01M -$460 -10 -0%
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.99M -$169K -3,676 -4%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$3.95M +$1.69M +36,822 +75%
Cerity Partners
114
Cerity Partners
New York
$3.88M +$3.48M +75,678 +879%
FIA
115
Foundations Investment Advisors
Arizona
$3.73M +$2.3M +49,896 +160%
TCA
116
Transcend Capital Advisors
New Jersey
$3.71M +$9.8K +213 +0.3%
SPC
117
Sigma Planning Corp
Michigan
$3.66M -$273K -5,936 -7%
CIA
118
Concurrent Investment Advisors
Florida
$3.63M -$1.73M -37,569 -32%
LIM
119
Leavell Investment Management
Alabama
$3.59M +$134K +2,920 +4%
AAM
120
Ackerman Asset Management
Maryland
$3.58M +$3.58M +77,779 New
AAS
121
Avantax Advisory Services
Texas
$3.54M +$387K +8,419 +12%
IFWM
122
Institute for Wealth Management
Colorado
$3.54M -$73.5K -1,597 -2%
RAG
123
RIA Advisory Group
Iowa
$3.4M +$76.6K +1,664 +2%
AWM
124
AE Wealth Management
Kansas
$3.4M +$2.81M +61,113 +482%
LJCM
125
Lee Johnson Capital Management
Texas
$3.22M -$92.6K -2,012 -3%
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